Manage Related Affiliation Codes (browser version)

Related Affiliation Codes are lists attached to other lists that you want to assign Profiles to. They come in handy when you to bundle lists together and not have to apply them individually. When using a Related Affiliation Code, when you assign the first Affiliation Code, Atlas will ask you if you also want to assign the rest.

Atlas allows you to create as many Affiliation Codes as you need. Every Affiliation Code is organized by Affiliation Code Type, so that they are more easily found and identified. Before you create Affiliation Codes, make sure you create the corresponding Affiliation Code Type that should be used. Click here to learn about Affiliation Code Types.

Follow these steps to create and manage Related Affiliation Codes:

  1. Go to Admin > Manage Codes, then click Profile Codes > Affiliations. The Affiliation Codes window appears.
  2. In the Actions dropdown for the code to which you want to add related affiliations, choose "Add Related Affiliation Codes."
  3. Click into the box at the top, and begin typing the name of the affiliation code you want to relate to this one. Select the Affiliation from the dropdown list. You can then continue typing and adding additional Affiliations to relate, if necessary. 
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  4. Choose if you would like add (or remove, if you've removed Affiliations from the list) these selected Affiliations to all of the profiles that already have the selected Affiliation. If you do not check either of these boxes, the related Affiliations will only be added to new profiles moving forward, and this will not be applied retroactively. 
  5. Click the Save button.
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